See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,587 | $105,181+17.5% | $159,436-22.5% | $85,850+44.0% |
| Participation rate | 41.9% | 75.8%-33.8pp | 82.8%-40.9pp | 69.3%-27.4pp |
| Annual return | 25.54% | 45.07%-19.5pp | 263.57%-238.0pp | 318.53%-293.0pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,889 | $5,945-17.8% | $7,352-33.5% | $3,952+23.7% |
| Admin fee / account holder | $31,346 | $6,933+352.1% | $10,799+190.3% | $6,260+400.7% |